AE Wealth Management’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,610
| Closed | -$384K | – | 1954 |
|
|
2022
Q4 | $384K | Buy |
1,610
+114
| +8% | +$27.2K | ﹤0.01% | 1399 |
|
|
2022
Q3 | $323K | Buy |
1,496
+63
| +4% | +$13.6K | ﹤0.01% | 1441 |
|
|
2022
Q2 | $312K | Sell |
1,433
-1,080
| -43% | -$235K | ﹤0.01% | 1417 |
|
|
2022
Q1 | $654K | Buy |
+2,513
| New | +$654K | ﹤0.01% | 1090 |
|
|
2021
Q2 | – | Sell |
-1,879
| Closed | -$548K | – | 1621 |
|
|
2021
Q1 | $548K | Buy |
+1,879
| New | +$548K | 0.01% | 986 |
|
|
2020
Q3 | – | Sell |
-3,062
| Closed | -$558K | – | 1319 |
|
|
2020
Q2 | $558K | Buy |
+3,062
| New | +$558K | 0.01% | 833 |
|
|
2020
Q1 | – | Sell |
-3,264
| Closed | -$783K | – | 1215 |
|
|
2019
Q4 | $783K | Buy |
3,264
+24
| +0.7% | +$5.76K | 0.02% | 585 |
|
|
2019
Q3 | $737K | Sell |
3,240
-490
| -13% | -$111K | 0.02% | 517 |
|
|
2019
Q2 | $832K | Buy |
+3,730
| New | +$832K | 0.03% | 457 |
|